Sales Administrator – Fantastic City Investment Management Firm
30-35,000 with excellent bens and bonus
Hybrid working- state of the art offices with onsite gym
Great career development opportunity
Our client is one of the UK’s leading investment management firms based in the city is looking for a Sales Administrator to support their wealth and asset management sales team. The role has come about due to promotion so a fantastic opportunity for career development.
Looking for someone who can evidence an interest in financial services and 1 year’s administrative experience. Must be a Proactive team player with good MS Office and experience of working with database. Fantastic opportunity for career growth and development
Key duties
* Work closely with the sales support teams and other key stakeholders to provide administrative support in alignment with core processes and procedures.
* Act as the initial escalation point for wealth and asset management enquiries by monitoring shared email inboxes.
* Liaise with key stakeholders including the operations teams, external administrators and sales support to ensure queries actioned efficiently.
* Be a proficient user of Salesforce, able to manage data updates, reporting and support colleagues with requests and issues.
* Work with key stakeholders to provide administrative support for the planning and execution of sales visits, client presentations and larger sales/marketing campaigns, tasks include: Manage travel and hotel bookings Print, bind and send presentation materials and required sales collateral
* Manage CRM requirements including the provision of invite and attendee lists Produce CPD certificates for event attendees
* Assist with ad hoc requests to support the sales strategy including organising staff/team events and minute taking.
Key experience:
* 1 year’s previous administration experience is required. Candidates must be able to use Microsoft Office at an intermediate level and demonstrate an interest in working in the financial sector. GCSE grades 9-5 in Maths, English and Science (or equivalent) Use of Microsoft Word, Excel and PowerPoint to an intermediate level. Excellent organisation and time management skills.
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